Safeguard Investment Advisory Group’s EquityCompass Risk Manager ETF ERM Stock Holding History

Safeguard Investment Advisory Group’s Portfolio ERM Stock Details ERM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-125	Closed	-$2K	–	777
2020 Q4	$2K	Buy	+125	New	+$2.43K	﹤0.01%	651

Other funds holding ERM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's ERM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of EquityCompass Risk Manager ETF (ERM) in Q1 2021, closing a stake of 125 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in ERM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 5 funds tracked by Wall St. Rank hold ERM as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining EquityCompass Risk Manager ETF position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 125 EquityCompass Risk Manager ETF shares in Q1 2021, an estimated $2K.
Safeguard Investment Advisory Group first reported a position in EquityCompass Risk Manager ETF in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's EquityCompass Risk Manager ETF position peaked at $2K in Q4 2020.
5 funds tracked by Wall St. Rank held EquityCompass Risk Manager ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.